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Keywords = shale rock

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21 pages, 4966 KB  
Article
Optimizing Machine Learning Models for Predicting Rock Cohesion and Angle of Internal Friction: A Comparative Study of Lithological Analysis, Robustness Assessment, and SHAP Explanations
by Jianjun Xie and Xuebin Xie
Appl. Sci. 2026, 16(17), 8360; https://doi.org/10.3390/app16178360 - 22 Aug 2026
Viewed by 97
Abstract
Rock cohesion (c) and angle of internal friction (φ) are core parameters for rock mass stability analysis and engineering design; however, traditional triaxial tests are costly and time-consuming, limiting their availability in preliminary engineering assessments. To address this limitation, [...] Read more.
Rock cohesion (c) and angle of internal friction (φ) are core parameters for rock mass stability analysis and engineering design; however, traditional triaxial tests are costly and time-consuming, limiting their availability in preliminary engineering assessments. To address this limitation, this study develops a machine learning framework that predicts these parameters from easily measurable physical properties, enabling rapid and cost-effective estimation without the need for complex laboratory testing. Based on a total of 199 sets of measured data from four rock types (shale, limestone, quartzite, and quartz-mica schist) in the Himalayan region, this study uses P-wave velocity (Vp), density (ρ), uniaxial compressive strength (UCS), and tensile strength (TS) as input variables. It employs four models: Support Vector Regression (SVR), Random Forest (RF), Multi-Layer Perceptron (MLP), and extreme gradient boosting (XGBoost) to predict c and φ. Hyperparameters were tuned using grid search and Bayesian optimization. We compared unified modeling with rock-type-specific modeling, performed interpretability analysis using SHapley Additive exPlanations (SHAP), and tested robustness by introducing Gaussian noise. The results show that XGBoost produced the best predictions at c (test set R2 = 0.9901, RMSE = 0.512 MPa), while the Bayesian-optimized SVR model yielded the best results at φ (R2 = 0.9776, RMSE = 0.744°). Rock-type-specific modeling improved the R2 for limestone at φ by 0.3541; the SHAP contribution for UCS and TS exceeded 70%; Random Forest demonstrated the best noise resistance, with a decrease in R2 of less than 0.04 under 10% noise. In summary, the strategy proposed in this paper allows for the selection of prediction schemes based on data quality and lithological differences, providing a feasible approach for rapidly obtaining rock strength parameters. Full article
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24 pages, 7500 KB  
Article
Longmaxi–Wufeng Shales in Northeastern Yunnan, China: Engineering Geological Facies Differentiation and Implications for Fracturing
by Hao Ma, Junbin Chen, Hua Chen, Siqi Xiao and Bin Liu
Processes 2026, 14(16), 2658; https://doi.org/10.3390/pr14162658 - 20 Aug 2026
Viewed by 242
Abstract
To clarify how shale-reservoir heterogeneity constrains hydraulic-fracturing effectiveness in complex structural areas, this study analyzes exploration well X in the Mugan–Shoushan area, Yunnan Province, using organic geochemistry, petrology and mineralogy, reservoir-property, and rock-mechanical data from the Wufeng–Longmaxi formations. The results show pronounced vertical [...] Read more.
To clarify how shale-reservoir heterogeneity constrains hydraulic-fracturing effectiveness in complex structural areas, this study analyzes exploration well X in the Mugan–Shoushan area, Yunnan Province, using organic geochemistry, petrology and mineralogy, reservoir-property, and rock-mechanical data from the Wufeng–Longmaxi formations. The results show pronounced vertical engineering-geological differentiation. Average clay content decreases from 42% to 8%, Average carbonate minerals increase from 16% to 50%, and quartz is anomalously enriched in the Longyi 1-1 layer of the Longmaxi Formation (Longyi 1-1; 76%). The Longyi 1-3 layer of the Longmaxi Formation has the highest porosity (9.37%) but low matrix permeability (0.013–0.019 mD); the Longyi 1-2 layer of the Longmaxi Formation is highly brittle and tight; and the Longyi 1-4 layer of the Longmaxi Formation is highly ductile and water-rich. Accordingly, four engineering geological facies are defined: Type I, organic-rich, moderately brittle, and moderately ductile composite facies; Type II, organic-rich, highly brittle, tight, and strongly stress-sensitive facies; Type III, organic-poor, highly ductile, water-rich, and strongly water-sensitive facies; and Type IV, highly brittle, fracture-developed, and high-adsorption facies. Implications for fracturing are proposed for each facies, including mixed-fluid network stimulation, acid pretreatment with controlled flowback, interval avoidance, and coordinated stimulation with adjacent main reservoirs. Full article
(This article belongs to the Section Petroleum and Low-Carbon Energy Process Engineering)
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18 pages, 17100 KB  
Article
Controls on Organic Matter Enrichment in the Lower Cambrian Niutitang Formation, Zhenba Area, Northwestern Upper Yangtze Platform
by Xianglin Chen, Dishi Shi, Zhi Zhou and Chunshuang Jin
Appl. Sci. 2026, 16(16), 8272; https://doi.org/10.3390/app16168272 - 19 Aug 2026
Viewed by 228
Abstract
Organic matter (OM) enrichment is a fundamental control on source-rock quality and shale-gas potential, yet the relative roles of organic matter supply, preservation, and mineralogical dilution remain poorly constrained in the Lower Cambrian Niutitang Formation at the northwestern margin of the Upper Yangtze [...] Read more.
Organic matter (OM) enrichment is a fundamental control on source-rock quality and shale-gas potential, yet the relative roles of organic matter supply, preservation, and mineralogical dilution remain poorly constrained in the Lower Cambrian Niutitang Formation at the northwestern margin of the Upper Yangtze Platform. Nineteen shale samples from Well ZHD1 in the Zhenba area, on the northwestern Upper Yangtze Platform, were analyzed for total organic carbon (TOC), mineral composition, and major and trace elements. TOC contents range from 0.98% to 9.09%, with an average of 3.82%, while quartz and clay minerals range from 25% to 44% and from 27% to 53%, respectively. Among the sampled intervals, the middle interval (1694.00~1709.75 m) is characterized by the highest TOC contents (4.48~9.09%), accompanied by elevated Siexcess (10.95~11.67), U/Th (2.60~6.84), MoEF (16.83~34.38), and UEF (9.74~23.85). In contrast, Ti/Al and CIA show relatively limited variations across the sampled section. Quartz is positively related to TOC, whereas clay and carbonate minerals show negative relationships with TOC. Paleoproductivity increased from the lower interval to a maximum during the middle interval and then declined during the upper interval. Redox conditions evolved from moderately reducing to persistently anoxic during the middle interval before becoming less reducing. The middle interval records the highest TOC contents, greatest paleoproductivity, and most favorable preservation conditions. The combined Siexcess, mineralogical, and detrital-input evidence is consistent with a significant biogenic contribution to the non-detrital silica, although subordinate hydrothermal or authigenic contributions cannot be completely excluded. The negative relationships of clay and carbonate minerals with TOC are consistent with a net dilution effect at the bulk-rock scale, although potential clay-surface protection of OM cannot be excluded. These results emphasize the coupled effects of productivity and preservation rather than a single dominant control and provide region-specific constraints on OM enrichment in the northwestern Upper Yangtze Platform. Full article
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24 pages, 3227 KB  
Article
Multi-Proxy Reconstruction of Organic Matter Accumulation and Its Controls in Oligocene–Pliocene Lacustrine Shales, Western Qaidam Basin (China)
by Shangkun Li, Xueyun Ma, Zhifu Wei, Yongli Wang, Pengyuan Zhang, Gen Wang, Kaikang Liang, Kebin Wei and Jianzhen Chen
Minerals 2026, 16(8), 839; https://doi.org/10.3390/min16080839 - 14 Aug 2026
Viewed by 309
Abstract
Low-TOC saline lacustrine shales are widespread in Cenozoic basins of northwestern China and Central Asia, yet their organic matter accumulation (OMA) mechanisms under arid, saline conditions remain poorly understood. We analyzed TOC, major and trace elements, and C–O isotopes in 64 core samples [...] Read more.
Low-TOC saline lacustrine shales are widespread in Cenozoic basins of northwestern China and Central Asia, yet their organic matter accumulation (OMA) mechanisms under arid, saline conditions remain poorly understood. We analyzed TOC, major and trace elements, and C–O isotopes in 64 core samples from eight wells in the western Qaidam Basin, and reconstructed terrigenous input, weathering intensity, paleoproductivity, redox conditions, and salinity. TOC ranges from 0.04% to 1.10% (mean 0.32%), with a statistically significant upward trend from the Shangganchaigou (mean 0.25%) to the Shangyoushashan Formation (mean 0.43%) (Kruskal–Wallis, p = 0.010). The climate was dry–cold with progressive aridification (increasing δ18O and Sr/Ba). The water body evolved from closed, strongly reducing, and unstable to more open, weakly reducing, and increasingly saline. We propose that limited nutrient supply set a low baseline for organic enrichment. Weakened terrigenous dilution and enhanced water-column stability then drove the gradual TOC increase. This reveals that OMA can occur without concurrent productivity rise, sustained solely by long-term preservation improvement, offering new constraints for source rock evaluation in arid lacustrine basins. Full article
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33 pages, 50265 KB  
Article
3D Geological Model and Interpretation of Structural Evolution of the Masa Valverde VMS Deposit, Iberian Pyrite Belt (Spain)
by Mónica Arias, José-Manuel Macías, Antonia Cepedal, Mercedes Fuertes, Fernando Cortes, Josep Poblet, Daniel Arias, Pablo Gumiel and Agustin Martin-Izard
Minerals 2026, 16(8), 832; https://doi.org/10.3390/min16080832 - 11 Aug 2026
Viewed by 522
Abstract
This study presents a 3D geological model and structural interpretation of the Masa Valverde volcanogenic massive sulfide (VMS) deposit in the Iberian Pyrite Belt. The deposit is hosted by felsic porphyritic volcanic rocks, volcanic tuffs, and black shales. A 3D geological model of [...] Read more.
This study presents a 3D geological model and structural interpretation of the Masa Valverde volcanogenic massive sulfide (VMS) deposit in the Iberian Pyrite Belt. The deposit is hosted by felsic porphyritic volcanic rocks, volcanic tuffs, and black shales. A 3D geological model of the orebodies and host rocks, constructed from 145 drill-core logs, allowed us to build 16 cross-sections spaced 100 m apart and constrain the mineralization geometry and its structural evolution. Mineralization formed during Early Carboniferous transtensional tectonics within an extensional basin, where an extensional duplex structure controlled the development of the primary massive sulfide body and its associated stockwork. Subsequent counterclockwise rotation of the principal stress axes reactivated extensional faults as reverse faults during tectonic inversion. This deformation strongly modified the VMS system through buttressing, generating extensive open spaces, and promoting the brecciation and recrystallization of both the stockwork and massive sulfides. These processes produced a new paragenesis dominated by chalcopyrite and sphalerite, with minor galena among other minerals, which cemented the breccias, partially replaced earlier mineral assemblages, and filled open fractures. The resulting Cu-Zn enrichment, spatially associated with buttressed zones, provides new insights into ore remobilization with direct implications for the development of the ongoing underground mine. Full article
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30 pages, 70577 KB  
Article
The Influence of Different Supercritical CO2 Impact Loads on the Macroscopic and Microscopic Damage of Sandstone and Shale
by Mingsheng Liu, Qi Xia, Yaopu Xu, Chengming Zhao, Zhenhu Lyu, Haizhu Wang, Guoxin Zhang, Bin Wang and Zongjie Mu
Appl. Sci. 2026, 16(16), 7933; https://doi.org/10.3390/app16167933 - 9 Aug 2026
Viewed by 355
Abstract
Reservoir stimulation through fracturing is essential for the commercial development of unconventional oil and gas resources. Supercritical CO2 (scCO2) combines liquid-like density with gas-like viscosity and compressibility, enabling efficient conversion of stored energy into shock waves and jet impacts. This [...] Read more.
Reservoir stimulation through fracturing is essential for the commercial development of unconventional oil and gas resources. Supercritical CO2 (scCO2) combines liquid-like density with gas-like viscosity and compressibility, enabling efficient conversion of stored energy into shock waves and jet impacts. This study introduces an innovative scCO2 shock fracturing technique, in which a downhole pressure-control valve rapidly releases compressed scCO2 to generate transient shock pressures that induce rock fracture initiation and propagation. A series of scCO2 shock fracturing experiments were conducted on sandstone and shale to evaluate the influence of different impact loads on both macroscopic and microscopic damage. Rock damage evolution was characterized using computed tomography (CT), nuclear magnetic resonance (NMR), mercury intrusion porosimetry (MIP), and quantitative analysis of fracture surface morphology. The results showed that increasing shock pressure enhanced fracture surface roughness, shear slip, and particle spalling in sandstone, producing rough tensile–shear fracture surfaces with a potential self-supporting tendency. NMR results indicated that sandstone mainly exhibited a single-peak T2 response, and scCO2 shock loading primarily affected pores and pore-fracture spaces larger than 0.08 µm. In contrast, shale showed a broader and more heterogeneous pore-fracture response, with preferential enlargement and connection of large pore-fracture spaces. The NMR-MIP-calibrated equivalent pore-fracture diameter distribution showed that scCO2 shock fracturing mainly promoted pore-fracture spaces larger than 0.2 μm in shale; at 40 MPa, the volume of this pore-fracture range increased by approximately 6.75 times. However, the characteristic equivalent pore-fracture diameter decreased at 45 MPa, which is attributed to severe specimen fragmentation, fragment displacement, scCO2 escape, and energy dissipation. These findings suggest that scCO2 shock fracturing is a promising stimulation approach for enhancing macroscopic fracturing and microscopic pore-fracture reconstruction in unconventional reservoirs. Full article
(This article belongs to the Section Energy Science and Technology)
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21 pages, 2908 KB  
Article
Process-Based Geochemical Constraints on Organic Matter Enrichment and Shale Oil Potential in the Upper Jiufotang Formation, Ludong Sag, NE China
by Jieyun Tang, Zuhua Dong, Wei Fu, Pengchao Guo, Yugang Li, Fuzhen Chen, Hong Zhang and Zengyuan Zhou
Processes 2026, 14(15), 2521; https://doi.org/10.3390/pr14152521 - 6 Aug 2026
Viewed by 406
Abstract
Accurately identifying organic-rich shale intervals remains a major challenge in lacustrine shale oil exploration, particularly in continental rift basins characterized by rapid environmental change and pronounced vertical heterogeneity. This study investigates the upper Jiufotang Formation in the Ludong Sag, Kailu Basin, NE China, [...] Read more.
Accurately identifying organic-rich shale intervals remains a major challenge in lacustrine shale oil exploration, particularly in continental rift basins characterized by rapid environmental change and pronounced vertical heterogeneity. This study investigates the upper Jiufotang Formation in the Ludong Sag, Kailu Basin, NE China, using total organic carbon (TOC), vitrinite reflectance, multi-stage programmed rock pyrolysis, and major and trace element geochemistry to constrain the processes governing organic matter enrichment and hydrocarbon occurrence. The studied shales contain abundant organic matter, with TOC values ranging from 1.91% to 7.55% and averaging 4.22%. Type II2 kerogen and vitrinite reflectance values of 0.60–0.94% indicate oil-prone organic matter at low-mature to mature stages within the oil generation window. Multi-stage pyrolysis shows that the hydrocarbon assemblage is dominated by bound oil and residual kerogen-derived fractions, whereas the low-temperature movable oil fraction is limited. TOC is more strongly associated with the high-temperature pyrolysis fractions than with the light free-oil fraction, indicating that organic matter abundance primarily controls residual hydrocarbon generation potential but does not directly determine present-day movable oil content. Multiple elemental proxies are collectively consistent with deposition in a hydrologically restricted, variably brackish–saline lacustrine system with water-mass differentiation. Redox-sensitive indicators, including V/(V + Ni) and Mo, suggest persistent weakly reducing to reducing bottom-water conditions. After correction for carbonate- and phosphate-associated Ca, CIA values fall within a narrow range of approximately 67–70, indicating moderate and relatively stable source area chemical weathering. Organic matter enrichment was governed by the coupled effects of organic matter supply, preservation under stratified oxygen-deficient waters, and sedimentary dilution. We therefore propose a two-stage process framework in which depositional productivity–preservation coupling first promoted organic matter accumulation, whereas subsequent thermal maturation, hydrocarbon expulsion, retention, and adsorption reshaped the present hydrocarbon occurrence state. The results demonstrate that high organic matter abundance and residual generation potential do not necessarily translate into high movable oil content and provide a well-scale geochemical basis for source rock evaluation and future multi-well assessment in continental rift lake systems. Full article
(This article belongs to the Special Issue Application of Advanced Numerical Simulation in Petroleum Engineering)
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21 pages, 8313 KB  
Article
Fracture Propagation Characteristics and Influencing Factors in Cross-Layer Fracturing of Interlayered Shale Reservoirs
by Nannan Lv, Xiaoxia Chen, Zhigang Wen, Lei Wang, Di An and Lingyun Kong
Processes 2026, 14(15), 2520; https://doi.org/10.3390/pr14152520 - 6 Aug 2026
Viewed by 351
Abstract
Hydraulic-fracture transmission across lithologic interfaces governs fracture-height growth and reservoir connectivity in shale–sandstone interbedded reservoirs, yet the coupled effects of mechanical contrast, interface properties, layer geometry, and operational parameters remain insufficiently quantified. A two-dimensional plane-strain hydraulic-fracturing model was developed in ABAQUS by coupling [...] Read more.
Hydraulic-fracture transmission across lithologic interfaces governs fracture-height growth and reservoir connectivity in shale–sandstone interbedded reservoirs, yet the coupled effects of mechanical contrast, interface properties, layer geometry, and operational parameters remain insufficiently quantified. A two-dimensional plane-strain hydraulic-fracturing model was developed in ABAQUS by coupling Biot poroelasticity, cohesive-zone damage, and fracture-fluid flow. The model explicitly represents thin, alternating continental shale–sandstone layers, lithology-dependent in situ stress and stiffness, and cohesive interfaces; its implementation was assessed against the KGD solution and published layered-rock fracture morphologies. Under the simulated conditions, increasing the shale-to-sandstone elastic-modulus ratio from 0.4–0.5 to 0.6–0.8 reduced the number of penetrated layers from eight to six. Increasing tensile strength from 4 to 16 MPa reduced the number of penetrated layers from ten to six and the final fracture length from 32 to 21 m, while increasing the maximum aperture from 6.75 to 9.02 mm. A sandstone interlayer thickness of approximately 3 m marked a transition in the present parameter set rather than a universal threshold. Sandstone-centered perforation and higher injection rates promoted vertical connectivity, whereas very high fluid viscosity increased near-wellbore aperture but restricted long-distance fracture-height growth. These results provide a mechanics-based framework for optimizing perforation placement and stage-specific fluid design in continental interbedded shale reservoirs. Full article
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21 pages, 7221 KB  
Article
Topological Analysis of Fault Connectivity: Implications for Shale Gas Preservation in the Luzhou Area, Sichuan Basin
by Yicheng Mou, Wei Guo, Zhengshuo Miao, Yonghe Zhai, Jingru Zhao, Yongbo Wei and Yangwen Pei
Geosciences 2026, 16(8), 314; https://doi.org/10.3390/geosciences16080314 - 5 Aug 2026
Viewed by 336
Abstract
Fault networks play a critical role in controlling hydrocarbon flow within petroliferous basins; however, quantitative characterization of fault network systems and their specific influence on hydrocarbon preservation in tight sedimentary rocks remain insufficient. This study investigates the Luzhou shale gas production area in [...] Read more.
Fault networks play a critical role in controlling hydrocarbon flow within petroliferous basins; however, quantitative characterization of fault network systems and their specific influence on hydrocarbon preservation in tight sedimentary rocks remain insufficient. This study investigates the Luzhou shale gas production area in the Sichuan Basin, which has been modified by multi-stage tectonic superimposition, employing topological theory to quantitatively evaluate the structural architecture and connectivity of reservoir fault networks, and to elucidate their control on shale gas preservation. Our results reveal significant heterogeneity in the development and distribution of fault network systems within the study area. Faults are more developed in anticlinal belts, which experienced concentrated compressional stress, and the median connectivity of fault networks in shale reservoirs within these belts (CB = 1.34) is substantially higher than that in synclinal belts (CB = 0.95). The higher geometric connectivity observed in anticlinal belts may increase the continuity of potential migration pathways, whereas the generally lower connectivity of many synclinal areas may be more favorable for shale gas preservation. Estimated ultimate recovery data from shale gas wells in different structural zones show a spatial association broadly consistent with the fault-network connectivity pattern, although well performance may also be influenced by other geological and engineering factors. This study provides a quantitative analytical framework for characterizing fault-network connectivity in complex structural zones and offers insights into the potential role of fault-network connectivity in shale gas preservation and exploration. Full article
(This article belongs to the Section Structural Geology and Tectonics)
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30 pages, 3254 KB  
Article
Study of the Synergistic Flowback Technology of Fracturing-Fluid Self-Flow and CO2 Gas Lift in Shale Reservoirs of the Lianggaoshan Formation, Sichuan Basin
by Shibin Li and Jinyan Li
Fluids 2026, 11(8), 191; https://doi.org/10.3390/fluids11080191 - 31 Jul 2026
Viewed by 293
Abstract
Severe fracturing-fluid retention and low post-fracturing flowback efficiency are common in the Lianggaoshan shale reservoirs of the Sichuan Basin. Liquid loading may also occur during late production. To address these problems, this study investigates a synergistic flowback technology that combines natural fracturing-fluid flowback [...] Read more.
Severe fracturing-fluid retention and low post-fracturing flowback efficiency are common in the Lianggaoshan shale reservoirs of the Sichuan Basin. Liquid loading may also occur during late production. To address these problems, this study investigates a synergistic flowback technology that combines natural fracturing-fluid flowback with CO2 gas lift. First, based on the complex fracture network characteristics of the Lianggaoshan shale reservoir, the interaction mechanisms between hydraulic fractures and natural fractures were investigated. An energy model for fracturing-fluid flowback under natural flowback conditions was established, revealing that reservoir gas expansion energy, hydromechanical energy, and rock elastic energy are the primary driving forces for fracturing-fluid flowback. Furthermore, considering fracture closure behavior, fluid leakoff, and wellbore flow dynamics, a calculation model for the natural flowback of fracturing fluid was developed, and a staged pressure-controlled flowback strategy was proposed. Subsequently, to address the decline in liquid unloading capacity caused by formation-energy depletion during the late stage of natural flowback, a gas-lift-assisted flowback multiphase flow model for the wellbore was established. The effects of the gas injection pressure, gas injection rate, and wellhead pressure on liquid unloading efficiency were systematically investigated. The results indicate that the liquid unloading rate increases with an increasing gas injection pressure and gas injection rate; however, a pronounced diminishing marginal effect is observed. For the Well H1 reference case, the central recommended gas injection pressure was 12 MPa, the gas injection rate was 8 × 104–10 × 104 m3/d, and the wellhead backpressure was maintained below 0.5 MPa. Furthermore, the CO2-assisted flowback mechanisms were evaluated by distinguishing between the effects explicitly represented in the model and the potential reservoir-scale physicochemical effects. The reduction in wellbore mixture density and bottomhole flowing pressure was simulated directly, whereas CO2–oil mass transfer, viscosity reduction, mineral dissolution, and changes in water-blocking behavior were interpreted with reference to published experimental studies. Based on these mechanisms, a three-stage synergistic optimized flowback scheme, consisting of “CO2 soaking–natural flowback–CO2 gas lift,” was established. A sequence of stagewise quasi-steady PIPESIM calculations was subsequently performed over the 30-day operating schedule. Under the adopted simulation conditions, the recommended soaking period is 5–7 days. The operation should be switched to gas lift when the wellhead pressure falls below 1.5 MPa or when daily liquid production declines continuously by more than 20%. Under the synergistic scheme, the 30-day cumulative flowback volume was predicted to reach 3492 m3. This value was substantially higher than those obtained by conventional natural flowback and standalone gas-lift processes. Moreover, the flowback curve exhibits a distinct “secondary surge” characteristic. These findings provide a theoretical basis and technical support for efficient fracturing-fluid flowback and stable long-term production in the Lianggaoshan Formation. They may also be applicable to other shale oil reservoirs with low porosity and ultra-low permeability. Full article
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15 pages, 3336 KB  
Article
Silica-Based Microsphere Structure and Its Multifunctional Efficacy in High-Temperature and High-Salinity Drilling Fluids
by Xianfa Zhang, Xiaoqiang Dong and Taifeng Zhang
Processes 2026, 14(15), 2420; https://doi.org/10.3390/pr14152420 - 27 Jul 2026
Viewed by 329
Abstract
With the continuous increase in horizontal displacement during unconventional oil and gas drilling, drilling operations are commonly plagued by high frictional resistance, severe pipe sticking issues and difficulties in directional drilling. Conventional single-component water-based drilling fluid lubricants fail to satisfy multifunctional demands, including [...] Read more.
With the continuous increase in horizontal displacement during unconventional oil and gas drilling, drilling operations are commonly plagued by high frictional resistance, severe pipe sticking issues and difficulties in directional drilling. Conventional single-component water-based drilling fluid lubricants fail to satisfy multifunctional demands, including high-temperature resistance, salt tolerance and long-term lubrication. In this work, a novel microsphere lubricant, RB-Si, with high-temperature and high-salinity resistance was developed by combining the merits of solid and liquid lubricants. The product was synthesized using myristic acid and triethanolamine as raw materials via co-reaction with boric acid and nano-silica. Laboratory tests reveal that after aging at 180 °C, the lubrication coefficient reduction rates of based mud, saturated salinity-based mud and a high-density (2.0 g/cm3) drilling fluid gel system containing 1.0 wt% RB-Si reached 90.1%, 83.3% and 62.8%, respectively. Meanwhile, RB-Si can effectively plug the micropores in the filter cake, reduce fluid loss, inhibit shale hydration and swelling, and exhibit excellent compatibility with drilling fluids. RB-Si rapidly adsorbs onto the surfaces of metallic drill strings and formation rocks to construct a durable and high-strength lubricating film, accompanied by the rolling friction of the incorporated microspheres, thereby reducing frictional drag between the drill string/casing and the drill string/borehole wall. This lubricant effectively mitigates high frictional resistance under prolonged friction conditions, and is expected to provide technical support for long-horizontal-well drilling. Full article
(This article belongs to the Topic Polymer Gels for Oil Drilling and Enhanced Recovery)
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21 pages, 17464 KB  
Article
Multi-Scale Pore Structure Characterization and Elemental Geochemistry of Source Rocks in the Upper Cretaceous Qingshankou Formation, Songliao Basin, NE China
by Zhongrui Wu, Zhongliang Sun, Zhiming Li, Menhui Qian and Zhi Yang
Minerals 2026, 16(8), 765; https://doi.org/10.3390/min16080765 - 23 Jul 2026
Viewed by 350
Abstract
Lacustrine shales are globally important both as archives of paleoenvironmental change and as unconventional hydrocarbon reservoirs. The first Member of the Upper Cretaceous Qingshankou Formation in the Songliao Basin, NE China, represents a prominent interval of high-quality petroleum source rocks. Despite their significance, [...] Read more.
Lacustrine shales are globally important both as archives of paleoenvironmental change and as unconventional hydrocarbon reservoirs. The first Member of the Upper Cretaceous Qingshankou Formation in the Songliao Basin, NE China, represents a prominent interval of high-quality petroleum source rocks. Despite their significance, the factors governing organic matter accumulation and pore evolution in these lacustrine deposits remain inadequately constrained, especially with respect to the interplay between paleoenvironmental conditions and porosity development. This research explores the geochemical, mineralogical, and pore structure features of lacustrine shales and mudstones from this formation. The samples analyzed display TOC contents between 0.62 and 3.13 wt%, with Rock-Eval pyrolysis results (Tmax avg. 439 °C) reflecting thermal maturity spanning the early to peak oil window. Mineralogically, the samples are dominated by quartz (avg. 28 wt%) and clay minerals (avg. 51 wt%), with feldspar as a minor component (avg. 14 wt%). Geochemical proxies suggest deposition under arid to semi-arid climatic conditions, characterized by minimal chemical weathering, elevated paleo-salinity (Sr/Ba avg. 0.89; 100 × Mg/Al avg. 14.94), and predominantly suboxic to oxic bottom-water conditions (U/Th avg. 0.38; Ni/Co avg. 1.77). Organic matter enrichment is primarily driven by high paleoproductivity (Cu/Al avg. 3.77 × 10−4) and stratified water columns, while detrital input (Zr/Al ratio) is unfavorable for organic matter accumulation. Pore structure analysis reveals micropore volumes averaging 0.0053 cm3/g and meso- and macropore volumes averaging 0.0233 cm3/g. The contents of quartz and clay minerals exhibit no substantial correlation with pore volume, likely due to secondary quartz overgrowth and mechanical compaction. Similarly, the weak negative correlation between TOC and pore volume is attributed to the poorly developed pore networks within kerogen. This study provides new insights into the depositional and diagenetic controls on organic matter accumulation and pore development in the lacustrine Qingshankou Formation, with implications for paleoenvironmental reconstruction and unconventional hydrocarbon exploration in analogous lacustrine basins worldwide. Full article
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29 pages, 12276 KB  
Article
Performance Evaluation of a Tunnel–Slope System
by Juan M. Mayoral, Paola Martínez, Mauricio Pérez, A. Román-de la Sancha and Jose Francisco Suárez-Fino
Infrastructures 2026, 11(7), 248; https://doi.org/10.3390/infrastructures11070248 - 20 Jul 2026
Viewed by 677
Abstract
Intense rainfall and the resulting increase in ground saturation can significantly modify the mechanical performance of rock masses in natural slopes, particularly when fractured material is present. Extended infiltration reduces shear strength along discontinuities and increases pore-water pressures, raising the probability of large-scale [...] Read more.
Intense rainfall and the resulting increase in ground saturation can significantly modify the mechanical performance of rock masses in natural slopes, particularly when fractured material is present. Extended infiltration reduces shear strength along discontinuities and increases pore-water pressures, raising the probability of large-scale landslides. When a tunnel is built within or near an unstable slope, the response of both structures becomes coupled, and this tunnel–slope interaction has proven to be an important aspect in the design and safety assessment of underground infrastructure in mountainous regions. This study evaluates the static and seismic performance of a tunnel–slope system in a fractured shale–limestone slope that failed after heavy rainfall. Since ground exploration was limited, the observed failure was reproduced through a back-analysis within a performance-based design (PBD) framework to calibrate representative geomechanical parameters. These parameters were then used in three-dimensional finite difference models to simulate the tunnel construction process and the seismic response of the system. During construction, the interaction between the tunnel and the slope was found to be minor. Under seismic loading, however, the simulations revealed notable interaction effects: slope displacements accumulate in the zone where the tunnel runs closest to the unstable critical section, and the stresses in the tunnel lining increase as a result of both the interaction with the slope and the curvature of the alignment. These results indicate that tunnel–slope interaction should be explicitly considered in the analysis and design of underground infrastructure whenever the tunnel lies within about four diameters of an unstable slope. Full article
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18 pages, 2612 KB  
Article
Deformation Prediction Model for Soft Rock Tunnels Based on NWOA-LSTM Model
by Fanmeng Kong, Bo Wang, Xin Li, Zeyu Yu and Binghua Zhou
Buildings 2026, 16(14), 2874; https://doi.org/10.3390/buildings16142874 - 19 Jul 2026
Viewed by 306
Abstract
Surrounding rock deformation in soft rock tunnels is controlled by complex nonlinear interactions among geological conditions, construction parameters, and support measures, making accurate prediction challenging. In this study, a project-scale deformation prediction dataset was constructed using field monitoring data from a sandy shale [...] Read more.
Surrounding rock deformation in soft rock tunnels is controlled by complex nonlinear interactions among geological conditions, construction parameters, and support measures, making accurate prediction challenging. In this study, a project-scale deformation prediction dataset was constructed using field monitoring data from a sandy shale tunnel project. Eight engineering factors were selected as input variables, including excavation method, initial support strength, closure time, tunnel burial depth, lithology, rock integrity, groundwater condition, and the relative orientation between major structural planes and the tunnel. A hybrid prediction framework integrating a novel whale optimization algorithm (NWOA) and a long short-term memory (LSTM) network was developed. The proposed NWOA improves the standard whale optimization algorithm by introducing a nonlinear convergence strategy, an adaptive weight coefficient, and a dynamic spiral position updating mechanism to enhance the hyperparameter search process of the LSTM model. Model performance and stability were further assessed using repeated and nested cross-validation. The corresponding RMSEs were 0.2294 ± 0.0734 and 0.2219 ± 0.0751 percentage points, the MAEs were 0.1427 ± 0.0350 and 0.1505 ± 0.0585 percentage points, and the R2 values were 0.8660 ± 0.0548 and 0.8732 ± 0.0599, respectively. These comparable results support project-specific predictive performance for the investigated tunnel sections. Full article
(This article belongs to the Section Building Structures)
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Article
Geological Control Factors and Accumulation Patterns of Harmful Gas in Tunnels in Northwest Hunan, China, and the Sustainable Development of Tunnel Engineering
by Bochuan Geng, Peidong Su, Xiao Quan, Xinhua Tao and Xinghao Lu
Appl. Sci. 2026, 16(14), 7155; https://doi.org/10.3390/app16147155 - 16 Jul 2026
Viewed by 294
Abstract
This research addresses the critical safety issue of harmful gas influx during tunnel excavation through unconventional gas-bearing structures. It focuses on six tunnels affected by shale gas influx along the Zhangnan Expressway of northwestern Hunan, China. The research reveals the geochemical characteristics, distribution [...] Read more.
This research addresses the critical safety issue of harmful gas influx during tunnel excavation through unconventional gas-bearing structures. It focuses on six tunnels affected by shale gas influx along the Zhangnan Expressway of northwestern Hunan, China. The research reveals the geochemical characteristics, distribution patterns, and accumulation mechanisms of harmful gas in the shale formations of northwestern Hunan. The research adopts an integrated approach of “geological background analysis—multi-parameter testing—comprehensive evaluation”. It is based on geological and borehole data, field geological surveys, as well as laboratory and field tests. The research systematically analyzes the gas-bearing structural characteristics, geochemical parameters, and reservoir physical properties of the shale gas area in the Zhangnan Expressway. The geological regularities are summarized. The results show that the Longmaxi Formation of the Silurian system and the Qixia Formation of the Permian system serve as source rocks in the tunnel sites. The reservoirs are characterized by ultra-low porosity and permeability, with limited late-stage hydrocarbon generation potential. The gas-related hazard during tunnel construction and operation is primarily associated with the release of existing free and adsorbed gas. According to the calculation standards for absolute gas emission rates during construction, three tunnels are classified as micro-gas tunnels and three as non-gas tunnels. Two accumulation patterns are proposed: the self-sourcing composite accumulation pattern with micro-scale migration, and the accumulation pattern of self-generated and self-storage type of water pressure confinement. Enhanced monitoring, ventilation, and grouting sealing are recommended. This study develops an integrated “geology—testing—evaluation” assessment method for shale-gas-bearing tunnels. It provides important guidance for controlling harmful gas hazards in such tunnels and guaranteeing the sustainable development of tunnel construction. Full article
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